Thinking of introducing a US company to SourceX? This reusable worksheet helps you prepare your introduction email by focusing on the core facts that matter for a successful referral. It's designed to ensure the company you're introducing aligns with SourceX's baseline profile, maximizing the chances of your referral being accepted and eventually earning you a reward.
Remember, this worksheet is for your preparation. Never include sensitive company data or personal details in your notes or share them with SourceX before a formal introduction. The goal is to verify the company's suitability for SourceX and your referral reward eligibility, not to gather private information.
Why Use This Worksheet?
SourceX focuses on connecting US companies with robust data licensing opportunities. To ensure your efforts are well-placed, this worksheet helps you confirm key criteria before making an introduction. This streamlines the process for everyone and aligns with the program rules, including that credit goes to the first valid referrer whose introduction leads to a verified company application.
Introduction Email Preparation Worksheet
Use these prompts to gather information about the company you intend to refer. This information helps you craft an effective introduction and ensures the company meets SourceX's requirements.
Company Information (For Your Preparation)
- Company Name:
- Primary Contact Person (for introduction):
- Contact Person's Role/Title:
- Company Website (to verify details):
Eligibility Checklist (For Your Preparation)
Review these points to ensure the company aligns with SourceX's focus. All answers should be 'Yes' for a strong referral candidate.
- Is this a US-based company?
- Does the company have a history of operations (years of records)?
- At its peak, has the company had 50 or more full-time employees (excluding contractors)?
- Does the company possess the clear legal rights to license its data?
- Is there an authorized sponsor within the company who can champion the licensing process?
Introduction Email Talking Points (Draft)
Use the confirmed details above to prepare your talking points. The goal is a clear, concise introduction explaining the value of SourceX to the company and vice-versa.
- Why I'm making this introduction (briefly connect the company's needs with SourceX's capabilities):
- (Example: "I thought of you because SourceX helps companies like yours unlock value from their proprietary data by connecting them with AI labs and data buyers.")
- What SourceX does (concise explanation):
- (Hint: SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment.)
- Call to action (suggest a meeting or next step):
- (Example: "Would you be open to a brief introductory call with SourceX to explore this further?")
Pre-Introduction Notes
- Have I already reached out to the company contact to gauge interest?
- Am I ready to make a direct email introduction with both parties' consent?
- I understand rewards become payable only after the buyer pays and SourceX receives its fee, not just from an introduction or agreement.
- I confirm that my reward will be a share of SourceX's fee and never deducted from what the company receives.
By completing this worksheet, you're setting yourself up for an effective and rewarding referral experience. We appreciate your partnership in connecting valuable data sources with AI labs and data buyers.